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Name Holding Trade Value Shares
Change 		Change in
Stake
WFC
1501
Western Financial Corp
California
$313K +$95.7K +210 +39%
NJIM
1502
Nabity-Jensen Investment Management
Nebraska
$312K – – –
DLA
1503
Douglas Lane & Associates
New York
$312K -$48.3K -106 -12%
RWA
1504
Rooted Wealth Advisors
Illinois
$312K – – –
CP
1505
Canopy Partners
Ohio
$311K – – –
4WM
1506
44 Wealth Management
Oregon
$311K -$15.5K -34 -4%
RCM
1507
Radnor Capital Management
Pennsylvania
$311K – – –
TC
1508
TFR Capital
Texas
$311K +$338K +742 New
CPRC
1509
Consolidated Portfolio Review Corp
New York
$310K +$46.9K +103 +16%
BCMO
1510
Buckingham Capital Management (Ohio)
Ohio
$309K -$25.5K -56 -7%
HWA
1511
HHM Wealth Advisors
Tennessee
$309K +$319K +700 +1,842%
MCWA
1512
Meadow Creek Wealth Advisors
Georgia
$309K +$9.11K +20 +3%
TWM
1513
TSA Wealth Management
Texas
$305K -$18.2K -40 -5%
SBIA
1514
Sheaff Brock Investment Advisors
Indiana
$302K +$8.2K +18 +3%
PFW
1515
Petros Family Wealth
Minnesota
$302K +$329K +722 New
TA
1516
TrueWealth Advisors
Alabama
$302K -$2.73K -6 -0.8%
ACP
1517
Aveo Capital Partners
Colorado
$297K +$15.9K +35 +5%
SSWG
1518
Seven Springs Wealth Group
Tennessee
$296K – – –
ST
1519
Sabal Trust
Florida
$296K -$43.3K -95 -12%
FG
1520
Fiduciary Group
Georgia
$296K -$8.2K -18 -2%
PBO
1521
Peoples Bank (Ohio)
Ohio
$295K – – –
WCAMG
1522
Woodard & Company Asset Management Group
North Carolina
$295K – – –
FWM
1523
Foguth Wealth Management
Michigan
$294K -$17.3K -38 -5%
AA
1524
Auxano Advisors
Washington
$294K -$456 -1 -0.1%
FNBOH
1525
First National Bank of Hutchinson
Kansas
$293K -$911 -2 -0.3%
59 60
61
62 63